+221.8%
VT vs BEN
+58.7%
+163.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +2.4% | +6.8% | -4.4% | 0.0% |
| 30D | -1.5% | +18.0% | -19.5% | -7.1% |
| 3M | -4.1% | +7.5% | -11.6% | -6.7% |
| 6M | +0.6% | +14.7% | -14.2% | -4.6% |
| YTD | +11.0% | +56.1% | -45.1% | -5.8% |
| 1Y | +13.3% | +69.6% | -56.2% | -6.7% |
| 3Y | +73.4% | +87.7% | -14.3% | +33.5% |
| 5Y | +57.4% | +28.6% | +28.8% | +35.6% |
| All | +221.8% | +58.7% | +163.1% | +134.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling